Matthew Jeremiah Cea Book

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 04/2024
  The Leaders Group Inc
  Littleton, CO
• 10/2014 → 07/2018
  Monti, Thompson & Getty
  Wexford, PA
• 07/2018 → 04/2024
  Union Bridge Capital
  Pittsburgh, PA
• 07/2018 → 04/2024
  Cantilever Wealth Management Llc
  Pittsburgh, PA
• 07/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2015-02-18 → 2024-04-15
  Tlg Advisors, Inc.
  Pittsburgh, PA
  Summit, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-17
• S63 Uniform Securities Agent State Law Examination
  2014-11-14

Other Names

• Matthew Jeremiah Crea Book